About us
Find out all about inbestMe and what's behind the most customizable automated wealth manager
What do we do?
At inbestMe we work to create a better way of investing: simple, transparent, independent and with low costs. To do this, we create a personalized and independent investment plan and manage it for you.
Mission and values
The mission of inbestMe is to contribute to improving financial education and the sustainability of human activity as one of the ways to help create a better society and promote people’s quality of life.
A daughter and her father
It all started in 2013 with a daughter and her father, while he was living abroad. The daughter had savings, but no investment knowledge. The father was knowledgeable, experienced and willing to help…
Know our returns
The inbestMe investment committee works to select the best indices and investment funds in order to obtain the best returns. Find out the historical and expected returns of our portfolios.
Cumulative and annualized average return
Discover how to obtain a return +4% higher than the average for mutual funds in Spain*
Profitability reports
Download the reports in PDF of the profitability of all the portfolios and profiles of inbestMe.
Know your risk profile
To customize each investment plan to the objectives of each client, you will carry out a brief online test.
You select your plan
After knowing your risk profile you will be able to discover your personalized investment proposals.
inbestMe manages everything
Once you have chosen your type of plan, we open an account in your name and sign a delegated portfolio management contract with inbestMe.
What taxes should I file?
The taxation of each natural or legal person is complex and requires a tax advisor. However, from inbestMe we will provide you with all the documents you need.
Indexed funds, SRI indexed funds and Savings Portfolio
It is important to emphasize that the client may be required to present other models, we can only inform you and provide you with tax information related to our services.
ETFs
As the money is deposited outside of Spain, you may have to present other documentation to the Tax Agency. We explain and detail which ones.
Meet our team
From the Management team, our excellent Customer Service and Operations team, through IT and Development, Finance and Accounting and Marketing.
All at once!
Our mission: that you learn to invest better, with less costs and more profitability. Do you want to join us?
Do you have any doubt?
Our customer service team is at your service. Get in touch with us by email, chat or phone. We are here to help you!
From Monday to Friday, 09:30-17:30
Can’t get in touch with us by phone? Don’t worry, you can do it by chat or by email and we will answer you in less than 48 hours.
Our clients guarantee us
The quality of the service is excellent, as indicated by our rating on TrustPilot or Google. Do you want to meet us?
Our team
Luís Valero
CFO & COO
Joan Albalate
Legal and Tax Advisor
Luís Llanes
Director of Operations and Customer Service - EFP
Lorenzo Ippoliti
Investment committee
Juanjo Massó
Investment committee
Josep Milà
Content Manager
Pablo Tellería
Investor Relations - EFPA
Vicky Rico
Communication and Press
Facund Fortuny
Front-end Developer